PIMCO ETF Trust - PYLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,191,468 | 485,348 | 0.04% | 0.03% | 1 | +2,618,021 | 16.81% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 17,115,719 | 456,647 | 0.03% | 0.02% | 2 | +4,308,632 | 33.64% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 14,584,034 | 389,102 | 0.11% | 0.08% | 3 | +3,727,898 | 34.34% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,459,806 | 252,387 | 1.41% | 1.24% | 4 | +1,831,959 | 24.02% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,267,689 | 247,261 | 0.27% | 0.26% | 5 | +751,426 | 8.82% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 6,479,219 | 172,865 | 0.99% | 0.81% | 6 | +1,716,503 | 36.04% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,797,316 | 154,672 | 0.05% | 0.06% | 7 | -1,489,151 | -20.44% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,768,470 | 153,902 | 5.06% | 4.94% | 8 | +466,520 | 8.8% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,545,900 | 147,964 | 0.05% | 0.03% | 9 | +1,799,682 | 48.04% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,214,505 | 139,123 | 0.5% | 0.57% | 10 | +544,806 | 11.67% | Q4 2025 | Feb 18, 2026 |
| Advance Capital Management, Inc. | History | Added to | 4,914,022 | 131,106 | 5.56% | 4.2% | 11 | +1,307,654 | 36.26% | Q4 2025 | Jan 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,447,879 | 118,669 | 0.02% | 0.01% | 12 | +2,058,287 | 86.14% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 4,218,007 | 112,536 | 0.3% | 0.25% | 13 | +1,129,724 | 36.58% | Q4 2025 | Jan 26, 2026 |
| TruWealth Advisors, LLC | History | Added to | 4,070,361 | 108,597 | 5.31% | 5.23% | 14 | +214,400 | 5.56% | Q4 2025 | Jan 07, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 3,589,907 | 95,778 | 4.01% | 3.84% | 15 | +289,517 | 8.77% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | Added to | 3,534,586 | 94,938 | 3.23% | 3.29% | 16 | +257,916 | 7.87% | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 3,486,174 | 93,012 | 2.61% | 1.86% | 17 | +2,382,880 | 215.98% | Q4 2025 | Feb 10, 2026 |
| GR FINANCIAL GROUP, LLC | History | Added to | 3,459,393 | 92,296 | 20.74% | 21.06% | 18 | +65,718 | 1.94% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 3,445,967 | 91,938 | 0.01% | 0.01% | 19 | +1,302,811 | 60.79% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,200,786 | 85,685 | 0.12% | 0.03% | 20 | +2,474,706 | 340.83% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,187,018 | 85,029 | 0.11% | 0.1% | 21 | +241,974 | 8.22% | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 3,026,139 | 80,737 | 2.11% | 2.08% | 22 | +209,432 | 7.44% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,719,807 | 72,564 | 0.44% | 0.39% | 23 | +678,239 | 33.22% | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,547,521 | 67,967 | 4.12% | 4.12% | 24 | +77,864 | 3.15% | Q4 2025 | Jan 07, 2026 |
| Summit Financial, LLC | History | Added to | 2,382,094 | 63,854 | 0.94% | 0.89% | 25 | +215,757 | 9.96% | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | New | 2,358,317 | 62,919 | 2.61% | — | 26 | +2,358,317 | New | Q4 2025 | Jan 28, 2026 |
| Horizon Investments, LLC | History | Added to | 2,345,898 | 62,588 | 0.79% | 0.8% | 27 | +57,961 | 2.53% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,291,412 | 61,135 | 0.01% | — | 28 | +2,291,412 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 2,219,176 | 59,207 | 9.19% | 8.34% | 29 | +102,358 | 4.84% | Q4 2025 | Feb 04, 2026 |
| Falcon Wealth Planning | History | Added to | 2,109,331 | 56,276 | 4.74% | 4.73% | 30 | +147,719 | 7.53% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,103,204 | 56,113 | 0.01% | 0.01% | 31 | +82,720 | 4.09% | Q4 2025 | Feb 10, 2026 |
| Family Investment Center, Inc. | History | Added to | 2,001,272 | 53,393 | 10.78% | 10.41% | 32 | +133,290 | 7.14% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,986,057 | 52,987 | 0.1% | 0.1% | 33 | +86,378 | 4.55% | Q4 2025 | Feb 17, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 1,948,900 | 51,996 | 2.44% | 2.14% | 34 | +10,100 | 0.52% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,886,532 | 50,335 | 0.07% | 0.05% | 35 | +584,219 | 44.86% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,872,451 | 49,956 | 0.03% | 0.01% | 36 | +1,171,310 | 167.06% | Q4 2025 | Feb 10, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,850,133 | 49,361 | 0.81% | 0.87% | 37 | +11,748 | 0.64% | Q4 2025 | Feb 05, 2026 |
| Proficio Capital Partners LLC | History | Added to | 1,822,484 | 48,623 | 3.41% | 3.03% | 38 | +177,848 | 10.81% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,765,598 | 47,106 | 0.82% | 0.81% | 39 | +61,145 | 3.59% | Q4 2025 | Jan 22, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,686,185 | 44,987 | 1.8% | 1.83% | 40 | +31,716 | 1.92% | Q4 2025 | Jan 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,657,511 | 44,222 | 7.42% | 5.88% | 41 | +413,635 | 33.25% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,656,516 | 44,195 | 1.63% | 1.52% | 42 | +100,077 | 6.43% | Q4 2025 | Feb 17, 2026 |
| Sunflower Bank, N.A. | History | New | 1,618,877 | 43,191 | 10.88% | — | 43 | +1,618,877 | New | Q4 2025 | Jan 09, 2026 |
| Ellenbecker Investment Group | History | Added to | 1,592,749 | 42,494 | 5.95% | 5.83% | 44 | +120,640 | 8.2% | Q4 2025 | Jan 30, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 1,500,000 | 40,020 | 0.14% | — | 45 | +1,500,000 | New | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,495,065 | 39,888 | 0.19% | 0.22% | 46 | -153,276 | -9.3% | Q4 2025 | Feb 17, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,475,964 | 39,644 | 2.05% | 2.32% | 47 | +32,609 | 2.26% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,439,620 | 38,409 | 0.99% | 1.25% | 48 | +34,634 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 1,470,829 | 37,449 | 8.48% | 8.75% | 49 | +39,441 | 2.76% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,370,816 | 36,573 | 0.36% | 0.28% | 50 | +363,762 | 36.12% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,339,979 | 35,750 | 0.03% | 0.03% | 51 | +116,172 | 9.49% | Q4 2025 | Feb 13, 2026 |
| Vigilare Wealth Management | History | Reduced | 1,338,450 | 35,709 | 12.01% | 12.58% | 52 | -14,307 | -1.06% | Q4 2025 | Jan 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,219,417 | 32,534 | 2.78% | 2.56% | 53 | +136,909 | 12.65% | Q4 2025 | Jan 21, 2026 |
| Wall Capital Group, Inc. | History | New | 1,217,001 | 32,469 | 30.92% | — | 54 | +1,217,001 | New | Q4 2025 | Feb 17, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 1,170,518 | 31,229 | 6.24% | 5.08% | 55 | +235,314 | 25.16% | Q4 2025 | Feb 12, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 1,170,467 | 31,228 | 15.83% | 15.36% | 56 | +86,887 | 8.02% | Q4 2025 | Jan 23, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 1,169,134 | 31,192 | 7.82% | 7.79% | 57 | +44,262 | 3.93% | Q4 2025 | Jan 23, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,155,534 | 30,829 | 7.52% | 6.96% | 58 | +133,127 | 13.02% | Q4 2025 | Feb 03, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 1,145,913 | 30,572 | 5.23% | 5.05% | 59 | +102,069 | 9.78% | Q4 2025 | Jan 29, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 1,139,651 | 30,405 | 9.88% | 9.97% | 60 | +15,361 | 1.37% | Q4 2025 | Feb 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 1,136,102 | 30,311 | 4.47% | — | 61 | +1,136,102 | New | Q4 2025 | Feb 03, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 1,131,076 | 30,177 | 5.65% | 4.7% | 62 | +67,179 | 6.31% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,103,129 | 29,431 | 1.33% | 1.34% | 63 | +33,296 | 3.11% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,074,809 | 28,815 | 1.88% | 1.86% | 64 | +77,634 | 7.79% | Q4 2025 | Feb 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,071,903 | 28,598 | 1.64% | 2.68% | 65 | +67,567 | 6.73% | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,071,146 | 28,578 | 2.86% | 2.63% | 66 | +144,911 | 15.65% | Q4 2025 | Feb 11, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,062,583 | 28,349 | 1.64% | 1.65% | 67 | +35,398 | 3.45% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,056,937 | 28,199 | 0.06% | 0.06% | 68 | +170,032 | 19.17% | Q4 2025 | Feb 11, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 1,049,826 | 28,009 | 6.18% | 5.58% | 69 | +152,795 | 17.03% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,030,793 | 27,502 | 0.07% | 0.05% | 70 | +321,424 | 45.31% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,023,498 | 27,306 | 0.32% | 0.31% | 71 | -252,142 | -19.77% | Q4 2025 | Feb 13, 2026 |
| NOVEM GROUP | History | Reduced | 1,010,085 | 26,949 | 3.1% | 3.88% | 72 | -222,954 | -18.08% | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 990,605 | 26,429 | 0.16% | 0.06% | 73 | +632,675 | 176.76% | Q4 2025 | Jan 29, 2026 |
| Mason & Associates, LLC | History | Added to | 963,823 | 25,714 | 5.85% | 5.37% | 74 | +157,825 | 19.58% | Q4 2025 | Jan 21, 2026 |
| Intrua Financial, LLC | History | Added to | 948,671 | 25,310 | 2.67% | 2.56% | 75 | +70,493 | 8.03% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 934,870 | 24,967 | 0.03% | 0.01% | 76 | +631,383 | 208.04% | Q4 2025 | Mar 09, 2026 |
| Mariner, LLC | History | Added to | 914,233 | 24,391 | 0.03% | 0.01% | 77 | +482,131 | 111.58% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 908,726 | 24,244 | 0.18% | 0.19% | 78 | -20,789 | -2.24% | Q4 2025 | Feb 12, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 900,599 | 24,027 | 5.14% | 5.47% | 79 | -16,825 | -1.83% | Q4 2025 | Feb 04, 2026 |
| EnRich Financial Partners LLC | History | Added to | 891,031 | 23,772 | 6.48% | 6.47% | 80 | +43,564 | 5.14% | Q4 2025 | Jan 28, 2026 |
| Drake & Associates, LLC | History | Added to | 888,004 | 23,691 | 4.72% | 4.57% | 81 | +70,930 | 8.68% | Q4 2025 | Feb 23, 2026 |
| Cetera Investment Advisers | History | Added to | 876,857 | 23,394 | 0.03% | 0.0% | 82 | +863,475 | 6452.51% | Q4 2025 | Feb 17, 2026 |
| Gemmer Asset Management LLC | History | Added to | 873,115 | 23,294 | 1.79% | 1.8% | 83 | +39,832 | 4.78% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 853,803 | 22,779 | 0.24% | 0.08% | 84 | +645,769 | 310.42% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 844,578 | 22,533 | 1.71% | 1.61% | 85 | +101,925 | 13.72% | Q4 2025 | Jan 09, 2026 |
| Pictet North America Advisors SA | History | Reduced | 834,053 | 22,252 | 2.11% | 2.73% | 86 | -250,781 | -23.12% | Q4 2025 | Jan 16, 2026 |
| Trajan Wealth LLC | History | Added to | 829,193 | 22,122 | 0.92% | 0.96% | 87 | +3,400 | 0.41% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 827,521 | 22,080 | 0.04% | 0.0% | 88 | +816,733 | 7570.75% | Q4 2025 | Feb 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 811,717 | 21,656 | 1.23% | 1.01% | 89 | +184,629 | 29.44% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 800,980 | 21,370 | 0.42% | 0.41% | 90 | +70,590 | 9.66% | Q4 2025 | Jan 14, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 795,496 | 21,223 | 6.4% | 6.16% | 91 | +77,535 | 10.8% | Q4 2025 | Jan 23, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 784,081 | 21,052 | 13.45% | 13.08% | 92 | +3,509 | 0.45% | Q4 2025 | Feb 11, 2026 |
| Alliance Private Wealth, LLC | History | New | 780,319 | 20,873 | 7.26% | — | 93 | +780,319 | New | Q4 2025 | Feb 13, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 776,394 | 20,714 | 3.75% | 3.77% | 94 | +57,095 | 7.94% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 767,391 | 20,473 | 0.07% | 0.08% | 95 | -36,485 | -4.54% | Q4 2025 | Feb 06, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 767,274 | 20,470 | 2.83% | 2.62% | 96 | +58,007 | 8.18% | Q4 2025 | Feb 04, 2026 |
| Members Advisory Group LLC | History | Added to | 757,167 | 20,201 | 7.62% | 0.47% | 97 | +707,456 | 1423.14% | Q4 2025 | Jan 27, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 755,160 | 20,147 | 3.68% | 3.16% | 98 | +129,021 | 20.61% | Q4 2025 | Jan 26, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 754,685 | 20,134 | 10.32% | 8.52% | 99 | +164,676 | 27.91% | Q4 2025 | Feb 12, 2026 |
| Welch Group, LLC | History | New | 735,021 | 19,610 | 0.76% | — | 100 | +735,021 | New | Q4 2025 | Jan 26, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 713,231 | 19,029 | 6.57% | 6.13% | 101 | +133,580 | 23.04% | Q4 2025 | Jan 08, 2026 |
| Allen Capital Group, LLC | History | Added to | 707,580 | 18,878 | 1.73% | 1.64% | 102 | +60,905 | 9.42% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 706,014 | 18,836 | 1.11% | 0.92% | 103 | +199,874 | 39.49% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 694,364 | 18,525 | 1.27% | 1.23% | 104 | +63,752 | 10.11% | Q4 2025 | Feb 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 691,204 | 18,441 | 2.88% | 2.6% | 105 | +164,332 | 31.19% | Q4 2025 | Feb 03, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 681,755 | 18,189 | 12.65% | 12.52% | 106 | +36,080 | 5.59% | Q4 2025 | Feb 05, 2026 |
| Family Manage LLC | History | Added to | 676,691 | 18,054 | 2.28% | 1.48% | 107 | +274,439 | 68.23% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 670,614 | 17,891 | 0.01% | 0.01% | 108 | +319,729 | 91.12% | Q4 2025 | Feb 17, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 670,221 | 17,881 | 2.92% | 2.47% | 109 | +118,848 | 21.55% | Q4 2025 | Jan 27, 2026 |
| Tidal Investments LLC | History | Added to | 658,650 | 17,572 | 0.04% | 0.03% | 110 | +161,072 | 32.37% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 656,093 | 17,504 | 11.79% | 11.7% | 111 | +10,436 | 1.62% | Q4 2025 | Jan 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 652,406 | 17,406 | 0.42% | 0.23% | 112 | +317,189 | 94.62% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 650,431 | 17,353 | 0.43% | 0.23% | 113 | +324,772 | 99.73% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 650,264 | 17,349 | 0.09% | 0.08% | 114 | +139,992 | 27.43% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 641,247 | 17,108 | 0.57% | 0.52% | 115 | +84,962 | 15.27% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 618,067 | 16,490 | 4.59% | 4.32% | 116 | +78,703 | 14.59% | Q4 2025 | Feb 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 607,470 | 16,283 | 5.39% | 5.14% | 117 | +40,621 | 7.17% | Q4 2025 | Jan 22, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 609,331 | 16,256 | 2.21% | 2.28% | 118 | +20,017 | 3.4% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 605,504 | 16,230 | 0.36% | 0.26% | 119 | +199,116 | 49.0% | Q4 2025 | Jan 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 595,871 | 15,897 | 9.38% | 9.14% | 120 | +77,750 | 15.01% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Added to | 594,973 | 15,873 | 0.34% | 0.3% | 121 | +92,386 | 18.38% | Q4 2025 | Feb 02, 2026 |
| SMITH, MOORE & CO. | History | Added to | 578,041 | 15,422 | 1.17% | 1.13% | 122 | +27,089 | 4.92% | Q4 2025 | Jan 23, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 574,766 | 15,334 | 7.11% | 6.91% | 123 | +44,542 | 8.4% | Q4 2025 | Jan 23, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 574,233 | 15,320 | 6.16% | 6.29% | 124 | -19,955 | -3.36% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 570,118 | 15,210 | 0.17% | 0.15% | 125 | +111,044 | 24.19% | Q4 2025 | Jan 15, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 564,001 | 15,047 | 0.81% | 1.03% | 126 | -243,331 | -30.14% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 559,013 | 14,914 | 0.36% | 0.3% | 127 | +96,813 | 20.95% | Q4 2025 | Feb 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 558,979 | 14,913 | 1.87% | 1.8% | 128 | +72,178 | 14.83% | Q4 2025 | Jan 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 551,660 | 14,718 | 7.99% | 7.5% | 129 | +58,241 | 11.8% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 548,411 | 14,631 | 0.92% | 0.95% | 130 | +21,129 | 4.01% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 537,731 | 14,346 | 0.08% | 0.08% | 131 | +72,820 | 15.66% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 514,984 | 13,739 | 1.53% | 1.64% | 132 | +62,072 | 13.71% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 512,736 | 13,679 | 0.44% | 0.38% | 133 | +98,520 | 23.78% | Q4 2025 | Jan 12, 2026 |
| ABLE Financial Group, LLC | History | Added to | 510,088 | 13,609 | 2.76% | 2.8% | 134 | +29,056 | 6.04% | Q4 2025 | Jan 23, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 508,853 | 13,576 | 3.1% | 2.56% | 135 | +99,072 | 24.18% | Q4 2025 | Jan 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 503,900 | 13,444 | 1.92% | 1.97% | 136 | +8,865 | 1.79% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 492,210 | 13,132 | 0.19% | 0.2% | 137 | -1,422 | -0.29% | Q4 2025 | Feb 09, 2026 |
| CLG LLC | History | Added to | 485,012 | 12,940 | 3.22% | 2.81% | 138 | +100,250 | 26.06% | Q4 2025 | Jan 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 478,576 | 12,888 | 2.93% | 0.63% | 139 | +388,831 | 433.26% | Q4 2025 | Feb 24, 2026 |
| Base Wealth Management LLC | History | Added to | 478,568 | 12,768 | 6.87% | 6.5% | 140 | +53,818 | 12.67% | Q4 2025 | Jan 21, 2026 |
| BIP Wealth, LLC | History | New | 471,224 | 12,572 | 0.44% | — | 141 | +471,224 | New | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 457,438 | 12,204 | 0.07% | 0.06% | 142 | +27,227 | 6.33% | Q4 2025 | Jan 12, 2026 |
| LHM, INC. | History | Reduced | 454,493 | 12,125 | 4.51% | 5.37% | 143 | -150,696 | -24.9% | Q4 2025 | Feb 10, 2026 |
| ERn Financial, LLC | History | Added to | 438,407 | 11,696 | 2.2% | 2.11% | 144 | +40,212 | 10.1% | Q4 2025 | Jan 15, 2026 |
| Mueller Wealth, LLC | History | New | 436,796 | 11,653 | 9.64% | — | 145 | +436,796 | New | Q4 2025 | Feb 10, 2026 |
| Wilkerson Advisory Group LLC | History | New | 433,037 | 11,553 | 4.07% | — | 146 | +433,037 | New | Q4 2025 | Feb 13, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 422,423 | 11,270 | 3.65% | 3.5% | 147 | +20,937 | 5.21% | Q4 2025 | Jan 30, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 418,823 | 11,174 | 1.37% | 1.18% | 148 | +78,429 | 23.04% | Q4 2025 | Jan 07, 2026 |
| Advisor OS, LLC | History | New | 416,426 | 11,110 | 0.89% | — | 149 | +416,426 | New | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 415,813 | 11,093 | 1.39% | — | 150 | +415,813 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 403,403 | 10,762 | 0.0% | — | 151 | +403,403 | New | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 399,597 | 10,661 | 0.19% | 0.2% | 152 | -4,261 | -1.06% | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 398,374 | 10,628 | 1.48% | 1.37% | 153 | +51,863 | 14.97% | Q4 2025 | Jan 09, 2026 |
| Selby Wealth Management, LLC | History | New | 395,369 | 10,548 | 4.25% | — | 154 | +395,369 | New | Q4 2025 | Feb 13, 2026 |
| Avondale Wealth Management | History | Added to | 388,951 | 10,377 | 5.34% | 3.67% | 155 | +132,008 | 51.38% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Added to | 385,409 | 10,283 | 0.92% | 0.77% | 156 | +63,910 | 19.88% | Q4 2025 | Jan 30, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 382,823 | 10,213 | 2.31% | 1.77% | 157 | +91,964 | 31.62% | Q4 2025 | Feb 05, 2026 |
| Annex Advisory Services, LLC | History | New | 373,458 | 9,963 | 0.19% | — | 158 | +373,458 | New | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 371,244 | 9,904 | 0.48% | 0.32% | 159 | +124,223 | 50.29% | Q4 2025 | Jan 20, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 359,103 | 9,580 | 3.47% | 0.39% | 160 | +320,957 | 841.39% | Q4 2025 | Jan 13, 2026 |
| Delta Investment Management, LLC | History | Added to | 355,650 | 9,488 | 1.65% | 1.6% | 161 | +22,150 | 6.64% | Q4 2025 | Jan 30, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 345,505 | 9,218 | 1.42% | 1.33% | 162 | +35,578 | 11.48% | Q4 2025 | Jan 12, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 344,195 | 9,183 | 4.0% | 3.12% | 163 | +90,171 | 35.5% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 343,780 | 9,172 | 0.34% | 0.37% | 164 | -226 | -0.07% | Q4 2025 | Feb 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 343,677 | 9,169 | 0.16% | 0.19% | 165 | +39,368 | 12.94% | Q4 2025 | Feb 09, 2026 |
| Dakota Wealth Management | History | New | 335,609 | 8,954 | 0.16% | — | 166 | +335,609 | New | Q4 2025 | Jan 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 334,449 | 8,923 | 1.8% | 1.76% | 167 | +10,633 | 3.28% | Q4 2025 | Jan 07, 2026 |
| Wayfinding Financial, LLC | History | New | 328,636 | 8,810 | 3.73% | — | 169 | +328,636 | New | Q4 2025 | Feb 12, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 330,214 | 8,810 | 6.17% | 6.21% | 168 | +60,375 | 22.37% | Q4 2025 | Jan 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 329,796 | 8,798 | 1.06% | 1.86% | 170 | -207,255 | -38.59% | Q4 2025 | Jan 22, 2026 |
| RFG Advisory, LLC | History | Added to | 328,215 | 8,756 | 0.16% | 0.14% | 171 | +68,742 | 26.49% | Q4 2025 | Feb 03, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 324,194 | 8,649 | 3.09% | 3.25% | 172 | -3,834 | -1.17% | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | New | 320,240 | 8,543 | 0.7% | — | 173 | +320,240 | New | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 311,525 | 8,311 | 0.39% | 0.4% | 174 | +7,951 | 2.62% | Q4 2025 | Jan 23, 2026 |
| MBL Wealth, LLC | History | Added to | 302,271 | 8,064 | 0.65% | 0.66% | 175 | +18,961 | 6.69% | Q4 2025 | Jan 21, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 300,913 | 8,028 | 1.18% | 0.67% | 176 | +136,642 | 83.18% | Q4 2025 | Feb 04, 2026 |
| LVW Advisors, LLC | History | Added to | 289,648 | 7,727 | 0.78% | 0.78% | 177 | +6,603 | 2.33% | Q4 2025 | Jan 14, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 286,622 | 7,647 | 1.28% | 1.28% | 178 | +22,020 | 8.32% | Q4 2025 | Jan 26, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 285,395 | 7,614 | 4.21% | — | 179 | +285,395 | New | Q4 2025 | Feb 17, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 283,899 | 7,574 | 0.87% | 0.86% | 180 | +13,531 | 5.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 283,470 | 7,562 | 0.06% | 0.01% | 181 | +236,795 | 507.33% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 278,675 | 7,435 | 0.08% | 0.07% | 182 | +36,264 | 14.96% | Q4 2025 | Feb 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 277,680 | 7,408 | 2.46% | 2.0% | 183 | +59,725 | 27.4% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 272,077 | 7,259 | 0.47% | 0.43% | 184 | +33,681 | 14.13% | Q4 2025 | Jan 22, 2026 |
| PAX Financial Group, LLC | History | Added to | 271,010 | 7,230 | 1.25% | 1.15% | 185 | +34,115 | 14.4% | Q4 2025 | Feb 05, 2026 |
| Security Financial Services, INC. | History | Reduced | 270,630 | 7,220 | 1.13% | 1.87% | 186 | -160,888 | -37.28% | Q4 2025 | Jan 27, 2026 |
| Great Diamond Partners, LLC | History | Added to | 256,220 | 6,835 | 1.32% | 1.27% | 187 | +12,930 | 5.31% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 253,225 | 6,756 | 0.09% | 0.09% | 188 | +10,369 | 4.27% | Q4 2025 | Feb 09, 2026 |
| O'Connor Financial Group LLC | History | Added to | 251,063 | 6,741 | 2.69% | 2.68% | 189 | +12,528 | 5.25% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Added to | 252,538 | 6,737 | 0.33% | 0.23% | 190 | +44,716 | 21.52% | Q4 2025 | Jan 27, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 249,261 | 6,650 | 0.87% | 0.7% | 191 | +49,103 | 24.53% | Q4 2025 | Feb 10, 2026 |
| Argo Wealth Advisory, LLC | History | New | 247,249 | 6,596 | 3.95% | — | 192 | +247,249 | New | Q4 2025 | Jan 26, 2026 |
| ODonnell Financial Services, LLC | History | New | 243,311 | 6,491 | 2.22% | — | 193 | +243,311 | New | Q4 2025 | Jan 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 242,859 | 6,479 | 0.48% | 0.44% | 194 | +28,419 | 13.25% | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | Reduced | 241,273 | 6,437 | 0.09% | 0.1% | 195 | -13,695 | -5.37% | Q4 2025 | Feb 02, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 240,300 | 6,411 | 3.18% | 3.05% | 196 | +21,669 | 9.91% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 237,286 | 6,330 | 0.01% | 0.01% | 197 | +20,712 | 9.56% | Q4 2025 | Feb 02, 2026 |
| Integrity Investment Advisors, LLC | History | New | 236,128 | 6,299 | 3.47% | — | 198 | +236,128 | New | Q4 2025 | Feb 13, 2026 |
| Econ Financial Services Corp | History | Reduced | 235,953 | 6,295 | 3.16% | 5.6% | 199 | -182,193 | -43.57% | Q4 2025 | Jan 15, 2026 |
| J. Mark Nickell & Co. | History | New | 233,651 | 6,233 | 5.76% | — | 200 | +233,651 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 231,519 | 6,176 | 0.04% | 0.03% | 201 | +71,767 | 44.92% | Q4 2025 | Feb 17, 2026 |
| LifeGoal Investments, LLC | History | Added to | 227,666 | 6,106 | 4.07% | 3.4% | 202 | +75,170 | 49.29% | Q4 2025 | Jan 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 228,298 | 6,090 | 3.35% | 3.33% | 203 | +6,854 | 3.1% | Q4 2025 | Feb 13, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 224,982 | 6,031 | 2.64% | 2.27% | 204 | +37,414 | 19.95% | Q4 2025 | Feb 05, 2026 |
| SHARPEPOINT LLC | History | Added to | 224,861 | 5,999 | 3.59% | 4.42% | 205 | +42,372 | 23.22% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 217,688 | 5,777 | 0.03% | 0.01% | 206 | +162,011 | 290.98% | Q4 2025 | Feb 17, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 213,593 | 5,698 | 1.59% | 1.39% | 207 | +17,084 | 8.69% | Q4 2025 | Feb 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 212,697 | 5,674 | 2.17% | 1.38% | 208 | +83,297 | 64.37% | Q4 2025 | Feb 05, 2026 |
| Asset Advisory Group, Inc. | History | New | 210,872 | 5,625 | 2.81% | — | 209 | +210,872 | New | Q4 2025 | Feb 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 208,751 | 5,569 | 1.83% | 0.9% | 210 | +111,781 | 115.27% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 197,925 | 5,280 | 0.04% | — | 211 | +197,925 | New | Q4 2025 | Feb 18, 2026 |
| AJ Advisors, LLC | History | Added to | 196,720 | 5,248 | 1.94% | 1.99% | 212 | +15,496 | 8.55% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 195,144 | 5,206 | 0.22% | 0.18% | 213 | -4,480 | -2.24% | Q4 2025 | Feb 17, 2026 |
| Hedeker Wealth, LLC | History | Added to | 195,034 | 5,203 | 1.09% | 1.05% | 214 | +6,722 | 3.57% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 190,867 | 5,092 | 0.0% | 0.0% | 215 | +64,194 | 50.68% | Q4 2025 | Feb 11, 2026 |
| Catalyst Investment Management LLC | History | New | 190,010 | 5,069 | 4.8% | — | 216 | +190,010 | New | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 188,753 | 5,035 | 0.12% | 0.05% | 217 | +116,728 | 162.07% | Q4 2025 | Jan 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 186,022 | 4,963 | 0.69% | 0.64% | 219 | +34,751 | 22.97% | Q4 2025 | Jan 21, 2026 |
| SlateStone Wealth, LLC | History | Added to | 186,038 | 4,963 | 0.42% | 0.39% | 218 | +18,066 | 10.76% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 184,500 | 4,922 | 0.01% | 0.02% | 220 | -89,400 | -32.64% | Q4 2025 | Jan 26, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 183,162 | 4,886 | 1.47% | 0.63% | 221 | +108,237 | 144.46% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 181,780 | 4,849 | 0.09% | 0.08% | 222 | +39,458 | 27.72% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 180,619 | 4,818 | 2.42% | 2.44% | 223 | +10,114 | 5.93% | Q4 2025 | Jan 05, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 179,905 | 4,799 | 1.12% | 1.22% | 224 | -3,222 | -1.76% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 173,079 | 4,617 | 0.08% | 0.09% | 225 | -7,059 | -3.92% | Q4 2025 | Feb 11, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 172,171 | 4,593 | 1.39% | 1.33% | 226 | +14,999 | 9.54% | Q4 2025 | Jan 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 168,505 | 4,495 | 0.52% | 0.5% | 227 | +13,722 | 8.87% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 165,050 | 4,403 | 1.28% | 1.06% | 228 | +33,897 | 25.85% | Q4 2025 | Feb 05, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 164,001 | 4,375 | 0.57% | 0.54% | 229 | +14,987 | 10.06% | Q4 2025 | Feb 05, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 163,305 | 4,356 | 1.06% | 1.17% | 230 | -7,174 | -4.21% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 162,786 | 4,343 | 0.05% | 0.0% | 231 | +154,284 | 1814.68% | Q4 2025 | Feb 03, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 162,246 | 4,328 | 2.77% | 2.82% | 232 | -3,161 | -1.91% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 159,965 | 4,267 | 0.05% | 0.02% | 233 | +85,219 | 114.01% | Q4 2025 | Jan 20, 2026 |
| Williams & Novak, LLC | History | Added to | 159,412 | 4,253 | 3.2% | 2.63% | 234 | +31,910 | 25.03% | Q4 2025 | Feb 05, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 155,748 | 4,155 | 1.11% | 1.08% | 235 | +11,371 | 7.88% | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | Added to | 153,289 | 4,089 | 0.12% | 0.09% | 236 | +36,492 | 31.24% | Q4 2025 | Feb 11, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 153,176 | 4,086 | 1.79% | 1.99% | 237 | -15,591 | -9.24% | Q4 2025 | Feb 05, 2026 |
| Centerpoint Advisory Group | History | Added to | 153,161 | 4,086 | 3.15% | 2.98% | 238 | +10,609 | 7.44% | Q4 2025 | Feb 03, 2026 |
| M Holdings Securities, Inc. | History | New | 152,332 | 4,064 | 0.29% | — | 239 | +152,332 | New | Q4 2025 | Feb 11, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 150,994 | 4,028 | 1.63% | 1.62% | 240 | +13,594 | 9.89% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 147,810 | 3,943 | 0.08% | 0.08% | 241 | +11,809 | 8.68% | Q4 2025 | Feb 09, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 145,704 | 3,887 | 0.89% | 0.82% | 242 | -1,008 | -0.69% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 144,932 | 3,866 | 0.04% | 0.03% | 243 | +79,470 | 121.4% | Q4 2025 | Jan 29, 2026 |
| Apollon Financial, LLC | History | Added to | 143,417 | 3,826 | 0.56% | 0.6% | 244 | +9,640 | 7.21% | Q4 2025 | Jan 22, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 140,889 | 3,768 | 2.93% | 2.09% | 245 | +46,907 | 49.91% | Q4 2025 | Feb 20, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 140,803 | 3,760 | 1.46% | 1.11% | 246 | +43,944 | 45.37% | Q4 2025 | Jan 21, 2026 |
| Constant Guidance Financial LLC | History | Reduced | 140,110 | 3,738 | 2.63% | 6.2% | 247 | -149,040 | -51.54% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 138,716 | 3,700 | 0.08% | 0.08% | 248 | +1,613 | 1.18% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 140,554 | 3,668 | 0.09% | 0.05% | 249 | +43,957 | 45.51% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 134,618 | 3,591 | 0.01% | 0.02% | 250 | -536,591 | -79.94% | Q4 2025 | Feb 12, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 134,465 | 3,587 | 2.23% | 1.86% | 251 | +29,046 | 27.55% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 129,478 | 3,454 | 0.18% | 0.05% | 252 | +97,970 | 310.94% | Q4 2025 | Jan 20, 2026 |
| BAM Wealth Management, LLC | History | Added to | 127,266 | 3,395 | 2.46% | 2.3% | 253 | +16,374 | 14.77% | Q4 2025 | Jan 20, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 119,853 | 3,197 | 0.01% | 0.01% | 254 | -2,988 | -2.43% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 117,683 | 3,139 | 0.01% | 0.01% | 255 | +6,852 | 6.18% | Q4 2025 | Jan 29, 2026 |
| Foundry Financial LLC | History | New | 117,551 | 3,136 | 1.65% | — | 256 | +117,551 | New | Q4 2025 | Feb 17, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 115,009 | 3,068 | 0.81% | 0.8% | 257 | +8,100 | 7.58% | Q4 2025 | Jan 14, 2026 |
| WESPAC Advisors, LLC | History | Added to | 113,467 | 3,027 | 1.64% | 0.16% | 258 | +103,119 | 996.51% | Q4 2025 | Jan 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 113,131 | 3,018 | 0.52% | 0.37% | 259 | +39,192 | 53.01% | Q4 2025 | Jan 07, 2026 |
| NavPoint Financial, Inc. | History | Added to | 110,775 | 2,955 | 1.26% | 0.76% | 260 | +56,729 | 104.96% | Q4 2025 | Jan 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 108,315 | 2,889 | 2.83% | 1.85% | 261 | +35,962 | 49.7% | Q4 2025 | Jan 07, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 108,228 | 2,887 | 1.47% | 1.59% | 262 | +2,162 | 2.04% | Q4 2025 | Jan 08, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 107,189 | 2,859 | 0.41% | 0.4% | 263 | -1,509 | -1.39% | Q4 2025 | Jan 23, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 106,064 | 2,829 | 1.66% | 1.38% | 264 | +20,923 | 24.57% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 105,622 | 2,817 | 0.01% | 0.01% | 265 | +5,465 | 5.46% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 103,626 | 2,764 | 0.41% | 0.19% | 266 | +72,475 | 232.66% | Q4 2025 | Feb 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 102,495 | 2,747 | 0.13% | 0.1% | 267 | +48,877 | 91.16% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 102,495 | 2,734 | 0.04% | 0.01% | 268 | +83,451 | 438.2% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 100,829 | 2,703 | 0.07% | 0.06% | 269 | +11,103 | 12.37% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 100,988 | 2,694 | 0.01% | 0.01% | 270 | +24,541 | 32.1% | Q4 2025 | Feb 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 100,810 | 2,689 | 1.83% | 1.34% | 271 | +31,834 | 46.15% | Q4 2025 | Jan 29, 2026 |
| Trademark Financial Management, LLC | History | Added to | 99,715 | 2,660 | 1.46% | 0.52% | 272 | +66,738 | 202.38% | Q4 2025 | Jan 28, 2026 |
| Bluesphere Advisors LLC | History | Added to | 97,709 | 2,606 | 1.15% | 0.47% | 273 | +59,847 | 158.07% | Q4 2025 | Jan 21, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 96,577 | 2,576 | 1.44% | 0.86% | 274 | +44,457 | 85.3% | Q4 2025 | Jan 16, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 95,777 | 2,555 | 0.21% | 0.2% | 275 | +9,500 | 11.01% | Q4 2025 | Feb 09, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 95,152 | 2,538 | 0.83% | 0.74% | 276 | +14,662 | 18.22% | Q4 2025 | Feb 05, 2026 |
| RMR Wealth Builders | History | Added to | 94,802 | 2,529 | 0.2% | 0.17% | 277 | +17,846 | 23.19% | Q4 2025 | Jan 29, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 94,560 | 2,523 | 1.45% | 0.86% | 278 | +39,557 | 71.92% | Q4 2025 | Feb 11, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 93,257 | 2,488 | 1.44% | 1.5% | 279 | -1,417 | -1.5% | Q4 2025 | Jan 27, 2026 |
| Weaver Consulting Group | History | Added to | 93,182 | 2,486 | 0.61% | 0.38% | 280 | +36,881 | 65.51% | Q4 2025 | Feb 10, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 93,108 | 2,484 | 1.7% | 1.43% | 281 | +18,376 | 24.59% | Q4 2025 | Feb 13, 2026 |
| Daybright Advisory Services, Inc. | History | New | 92,802 | 2,475 | 0.66% | — | 282 | +92,802 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 92,042 | 2,455 | 0.57% | 2.75% | 283 | -351,014 | -79.23% | Q4 2025 | Feb 17, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 91,768 | 2,448 | 1.39% | 1.03% | 284 | +27,341 | 42.44% | Q4 2025 | Jan 06, 2026 |
| Menard Financial Group LLC | History | Reduced | 89,107 | 2,377 | 1.63% | 1.68% | 285 | -4,097 | -4.4% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 88,411 | 2,358 | 0.14% | 0.1% | 286 | +26,515 | 42.84% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 88,358 | 2,357 | 0.11% | 0.11% | 287 | +13,458 | 17.97% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | Added to | 88,116 | 2,350 | 0.08% | 0.08% | 288 | +6,550 | 8.03% | Q4 2025 | Feb 10, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 87,712 | 2,340 | 0.29% | — | 289 | +87,712 | New | Q4 2025 | Jan 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 87,643 | 2,338 | 0.0% | 0.0% | 290 | +83,658 | 2099.32% | Q4 2025 | Mar 16, 2026 |
| Golden State Equity Partners | History | Reduced | 87,089 | 2,323 | 0.37% | 0.49% | 291 | -21,247 | -19.61% | Q4 2025 | Jan 29, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 86,700 | 2,313 | 0.98% | 0.61% | 292 | +35,466 | 69.22% | Q4 2025 | Jan 23, 2026 |
| Slagle Financial, LLC | History | Added to | 86,502 | 2,307 | 0.81% | 0.77% | 293 | +8,276 | 10.58% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 85,917 | 2,292 | 0.24% | 0.25% | 294 | +2,688 | 3.23% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 85,619 | 2,284 | 0.62% | 0.06% | 295 | +79,953 | 1411.1% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 84,611 | 2,257 | 0.14% | 0.14% | 296 | +1,450 | 1.74% | Q4 2025 | Feb 18, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 84,340 | 2,250 | 1.13% | 0.99% | 297 | +14,096 | 20.07% | Q4 2025 | Feb 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 81,022 | 2,161 | 0.07% | 0.09% | 298 | +10,633 | 15.11% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 79,956 | 2,133 | 0.13% | 0.02% | 299 | +69,408 | 658.02% | Q4 2025 | Feb 13, 2026 |
| L & S Advisors Inc | History | New | 78,791 | 2,102 | 0.19% | — | 300 | +78,791 | New | Q4 2025 | Feb 05, 2026 |
| Wagner Wealth Management, Corp | History | New | 78,571 | 2,096 | 2.07% | — | 301 | +78,571 | New | Q4 2025 | Feb 12, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 78,141 | 2,084 | 0.73% | 0.82% | 302 | +3,723 | 5.0% | Q4 2025 | Jan 27, 2026 |
| Hyposwiss Advisors SA | History | New | 76,635 | 2,044 | 2.0% | — | 303 | +76,635 | New | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 76,573 | 2,042 | 0.12% | 0.04% | 304 | +51,481 | 205.17% | Q4 2025 | Feb 04, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 74,517 | 1,988 | 1.23% | 1.3% | 305 | +5,345 | 7.73% | Q4 2025 | Jan 29, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 73,092 | 1,950 | 0.37% | 0.38% | 306 | -1,546 | -2.07% | Q4 2025 | Jan 28, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 72,699 | 1,939 | 0.25% | — | 307 | +72,699 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 72,504 | 1,934 | 0.57% | 0.55% | 308 | +4,911 | 7.27% | Q4 2025 | Jan 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 72,381 | 1,931 | 0.11% | 0.1% | 309 | +13,225 | 22.36% | Q4 2025 | Feb 04, 2026 |
| RMR Capital Management, LLC | History | Added to | 72,023 | 1,921 | 1.38% | 1.35% | 310 | +211 | 0.29% | Q4 2025 | Feb 12, 2026 |
| Navis Wealth Advisors, LLC | History | New | 71,575 | 1,909 | 0.81% | — | 311 | +71,575 | New | Q4 2025 | Feb 13, 2026 |
| PEOPLES BANK /OH | History | New | 70,966 | 1,893 | 1.17% | — | 312 | +70,966 | New | Q4 2025 | Jan 29, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 70,126 | 1,870 | 0.74% | 0.73% | 313 | +9,314 | 15.32% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 69,184 | 1,845 | 0.0% | 0.0% | 314 | +30,969 | 81.04% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 69,151 | 1,844 | 0.03% | 0.01% | 315 | +58,919 | 575.83% | Q4 2025 | Feb 17, 2026 |
| ALTFEST L J & CO INC | History | Added to | 68,447 | 1,826 | 0.2% | 0.2% | 316 | +579 | 0.85% | Q4 2025 | Jan 23, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 68,064 | 1,815 | 0.15% | 0.06% | 317 | +43,025 | 171.83% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 67,559 | 1,802 | 0.11% | 0.1% | 318 | -2,079 | -2.99% | Q4 2025 | Feb 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 66,824 | 1,782 | 0.14% | 0.11% | 319 | +15,783 | 30.92% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 64,920 | 1,732 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 64,914 | 1,731 | 3.1% | 1.74% | 321 | +33,032 | 103.61% | Q4 2025 | Jan 13, 2026 |
| GSG Advisors LLC | History | Added to | 63,817 | 1,702 | 0.44% | 0.35% | 322 | +14,450 | 29.27% | Q4 2025 | Jan 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 63,080 | 1,682 | 0.01% | 0.01% | 323 | +3,660 | 6.16% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 61,458 | 1,650 | 0.06% | 0.1% | 324 | +1,997 | 3.36% | Q4 2025 | Feb 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 61,656 | 1,644 | 0.56% | 0.63% | 325 | -8,634 | -12.28% | Q4 2025 | Jan 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 59,510 | 1,595 | 0.81% | — | 326 | +59,510 | New | Q4 2025 | Feb 17, 2026 |
| Element Wealth, LLC | History | Added to | 59,544 | 1,588 | 0.65% | 0.68% | 327 | +1,420 | 2.44% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 59,336 | 1,583 | 0.02% | 0.02% | 328 | +4,948 | 9.1% | Q4 2025 | Jan 29, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 59,210 | 1,579 | 0.52% | 0.17% | 329 | +42,529 | 254.95% | Q4 2025 | Feb 03, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 59,000 | 1,574 | 1.37% | 1.31% | 330 | -181 | -0.31% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 58,723 | 1,567 | 0.0% | — | 331 | +58,723 | New | Q4 2025 | Feb 10, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 57,623 | 1,542 | 1.29% | 0.69% | 332 | +25,511 | 79.44% | Q4 2025 | Jan 28, 2026 |
| ARWA LLC | History | New | 57,219 | 1,526 | 0.89% | — | 333 | +57,219 | New | Q4 2025 | Feb 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 56,458 | 1,506 | 0.01% | — | 334 | +56,458 | New | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 56,345 | 1,503 | 0.16% | 0.2% | 335 | -11,744 | -17.25% | Q4 2025 | Feb 18, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 56,234 | 1,500 | 0.69% | — | 336 | +56,234 | New | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 56,082 | 1,496 | 0.02% | 0.01% | 337 | +27,952 | 99.37% | Q4 2025 | Feb 09, 2026 |
| Nautilus Advisors LLC | History | Added to | 55,685 | 1,485 | 0.97% | 0.85% | 338 | +8,757 | 18.66% | Q4 2025 | Jan 22, 2026 |
| First Citizens Financial Corp | History | New | 54,824 | 1,462 | 0.72% | — | 339 | +54,824 | New | Q4 2025 | Jan 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 54,442 | 1,452 | 0.02% | 0.02% | 340 | -324 | -0.59% | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 53,624 | 1,437 | 0.03% | 0.03% | 341 | -6,488 | -10.79% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | New | 52,486 | 1,400 | 0.3% | — | 342 | +52,486 | New | Q4 2025 | Jan 30, 2026 |
| Gallacher Capital Management LLC | History | Added to | 52,198 | 1,392 | 0.54% | 0.55% | 343 | +690 | 1.34% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 52,123 | 1,390 | 0.0% | — | 344 | +52,123 | New | Q4 2025 | Feb 17, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 50,830 | 1,356 | 0.51% | 0.46% | 345 | +8,208 | 19.26% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 50,484 | 1,346 | 0.02% | 0.03% | 346 | +5,137 | 11.33% | Q4 2025 | Feb 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 49,915 | 1,331 | 0.03% | 0.04% | 347 | -23,330 | -31.85% | Q4 2025 | Feb 05, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 49,865 | 1,330 | 0.17% | 0.18% | 348 | +3,959 | 8.62% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 49,170 | 1,311 | 0.03% | 0.04% | 349 | -2,665 | -5.14% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 48,647 | 1,297 | 0.53% | 0.16% | 350 | +35,534 | 270.98% | Q4 2025 | Jan 15, 2026 |
| RDA Financial Network | History | New | 48,395 | 1,291 | 0.31% | — | 351 | +48,395 | New | Q4 2025 | Jan 06, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 48,338 | 1,289 | 0.9% | 0.88% | 352 | -10,945 | -18.46% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 47,998 | 1,280 | 0.01% | 0.01% | 353 | +14,603 | 43.73% | Q4 2025 | Feb 12, 2026 |
| Kercheville Advisors, LLC | History | New | 46,560 | 1,248 | 0.33% | — | 354 | +46,560 | New | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 46,592 | 1,243 | 0.6% | 0.6% | 355 | +3,054 | 7.01% | Q4 2025 | Jan 22, 2026 |
| CRA Financial Services, LLC | History | Added to | 46,049 | 1,228 | 0.16% | 0.11% | 356 | +16,467 | 55.67% | Q4 2025 | Jan 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 45,157 | 1,204 | 0.14% | 0.13% | 357 | +4,191 | 10.23% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 44,241 | 1,180 | 0.1% | 0.1% | 358 | +2,125 | 5.05% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | New | 43,659 | 1,164 | 0.04% | — | 359 | +43,659 | New | Q4 2025 | Jan 27, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 43,496 | 1,160 | 0.22% | 0.22% | 360 | +795 | 1.86% | Q4 2025 | Jan 21, 2026 |
| Opus Financial Solutions LLC | History | New | 43,443 | 1,159 | 1.09% | — | 361 | +43,443 | New | Q4 2025 | Feb 17, 2026 |
| CGC Financial Services, LLC | History | Added to | 43,176 | 1,151 | 0.31% | 0.29% | 362 | +4,650 | 12.07% | Q4 2025 | Feb 03, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 42,988 | 1,146 | 0.66% | — | 363 | +42,988 | New | Q4 2025 | Jan 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 41,288 | 1,101 | 0.06% | 0.05% | 364 | +8,866 | 27.35% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Added to | 41,043 | 1,096 | 0.0% | 0.0% | 365 | +31,130 | 314.03% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 40,566 | 1,089 | 0.74% | — | 366 | +40,566 | New | Q4 2025 | Feb 17, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 40,462 | 1,079 | 0.54% | 0.47% | 367 | +4,760 | 13.33% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 39,784 | 1,061 | 0.14% | 0.07% | 368 | +21,962 | 123.23% | Q4 2025 | Jan 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 39,632 | 1,057 | 0.09% | 0.09% | 369 | +1,690 | 4.45% | Q4 2025 | Feb 12, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 39,253 | 1,047 | 1.06% | 1.26% | 370 | -8,370 | -17.58% | Q4 2025 | Jan 26, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 39,237 | 1,046 | 1.33% | — | 371 | +39,237 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 39,065 | 1,042 | 0.54% | 0.07% | 372 | +31,669 | 428.19% | Q4 2025 | Feb 18, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 38,089 | 1,016 | 0.21% | 0.22% | 373 | -749 | -1.93% | Q4 2025 | Jan 12, 2026 |
| SouthState Bank Corp | History | Added to | 36,733 | 980 | 0.04% | 0.04% | 374 | +882 | 2.46% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 36,390 | 977 | 0.16% | 0.15% | 375 | +4,499 | 14.11% | Q4 2025 | Feb 06, 2026 |
| Oxinas Partners, LLC | History | New | 36,189 | 965 | 0.46% | — | 376 | +36,189 | New | Q4 2025 | Jan 26, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 36,167 | 964 | 0.35% | — | 377 | +36,167 | New | Q4 2025 | Mar 26, 2026 |
| Financial Connections Group, Inc. | History | Added to | 35,892 | 957 | 0.33% | 0.35% | 378 | +2,777 | 8.39% | Q4 2025 | Jan 23, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 35,360 | 943 | 0.14% | 0.09% | 379 | +13,201 | 59.57% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 34,780 | 928 | 0.03% | 0.1% | 380 | -57,597 | -62.35% | Q4 2025 | Feb 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 34,763 | 927 | 0.24% | 0.19% | 381 | +8,767 | 33.72% | Q4 2025 | Jan 23, 2026 |
| Ruggaard & Associates LLC | History | Added to | 34,739 | 926 | 0.36% | 0.35% | 382 | +33 | 0.1% | Q4 2025 | Feb 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 33,123 | 883 | 0.12% | 0.16% | 383 | -6,083 | -15.52% | Q4 2025 | Jan 09, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 33,024 | 882 | 1.14% | — | 384 | +33,024 | New | Q4 2025 | Jan 07, 2026 |
| Gotham Asset Management, LLC | History | New | 32,712 | 872 | 0.0% | — | 385 | +32,712 | New | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 32,306 | 861 | 0.05% | 0.04% | 386 | +2,682 | 9.05% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 31,171 | 831 | 0.01% | 0.0% | 387 | +9,246 | 42.17% | Q4 2025 | Jan 27, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 30,371 | 810 | 0.18% | — | 388 | +30,371 | New | Q4 2025 | Feb 18, 2026 |
| Beckerman Institutional, LLC | History | Added to | 30,350 | 809 | 0.45% | 0.47% | 389 | +405 | 1.35% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 29,971 | 799 | 0.17% | 0.16% | 391 | +2,804 | 10.32% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 29,950 | 799 | 0.01% | 0.01% | 390 | +1,850 | 6.58% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 29,742 | 793 | 0.11% | 0.07% | 392 | +11,221 | 60.59% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 29,535 | 791 | 0.03% | 0.02% | 393 | +13,780 | 87.46% | Q4 2025 | Feb 09, 2026 |
| Financial Insights, Inc. | History | Added to | 29,650 | 791 | 0.27% | 0.14% | 394 | +13,471 | 83.26% | Q4 2025 | Mar 31, 2026 |
| Concord Wealth Partners | History | Added to | 29,661 | 791 | 0.1% | 0.11% | 395 | +2 | 0.01% | Q4 2025 | Jan 29, 2026 |
| RiverTree Advisors, LLC | History | New | 28,530 | 761 | 0.49% | — | 396 | +28,530 | New | Q4 2025 | Jan 15, 2026 |
| Quartz Partners, LLC | History | Added to | 28,395 | 757 | 0.28% | 0.11% | 397 | +17,042 | 150.11% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 28,097 | 749 | 0.02% | 0.01% | 398 | +19,323 | 220.23% | Q4 2025 | Feb 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 27,660 | 737 | 0.17% | 0.16% | 399 | +2,876 | 11.6% | Q4 2025 | Jan 26, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 27,283 | 727 | 0.16% | 0.2% | 400 | -181 | -0.66% | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 27,109 | 723 | 0.28% | 0.25% | 401 | +7,570 | 38.74% | Q4 2025 | Feb 06, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 27,096 | 722 | 0.24% | 0.1% | 403 | +16,904 | 165.86% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,099 | 722 | 0.01% | 0.01% | 402 | +11,271 | 71.21% | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | Added to | 26,944 | 718 | 0.16% | 0.15% | 404 | +2,771 | 11.46% | Q4 2025 | Feb 02, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 26,747 | 713 | 0.19% | 0.19% | 405 | +670 | 2.57% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 26,584 | 709 | 0.0% | 0.0% | 407 | -4,038 | -13.19% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | No change | 26,597 | 709 | 0.1% | 0.1% | 406 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | New | 25,474 | 679 | 0.01% | — | 408 | +25,474 | New | Q4 2025 | Mar 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 24,872 | 663 | 0.07% | — | 409 | +24,872 | New | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | Reduced | 24,389 | 655 | 0.01% | 0.02% | 410 | -19,653 | -44.62% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | New | 24,186 | 648 | 0.03% | — | 411 | +24,186 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,042 | 641 | 0.04% | 0.4% | 412 | -315,494 | -92.92% | Q4 2025 | Jan 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 23,635 | 630 | 0.14% | — | 413 | +23,635 | New | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 22,894 | 610 | 0.03% | 0.02% | 414 | +8,271 | 56.56% | Q4 2025 | Feb 13, 2026 |
| DECISION INVESTMENTS, INC | History | New | 22,640 | 604 | 0.66% | — | 415 | +22,640 | New | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 22,550 | 601 | 0.07% | — | 416 | +22,550 | New | Q4 2025 | Jan 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 22,366 | 596 | 0.61% | 0.38% | 417 | +8,490 | 61.18% | Q4 2025 | Feb 04, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 22,046 | 588 | 0.12% | — | 418 | +22,046 | New | Q4 2025 | Jan 22, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 21,715 | 579 | 0.12% | 0.07% | 419 | +9,770 | 81.79% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,343 | 569 | 0.0% | 0.0% | 420 | +3,998 | 23.05% | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 21,052 | 563 | 0.06% | — | 421 | +21,052 | New | Q4 2025 | Jan 12, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 21,124 | 563 | 0.38% | 0.41% | 422 | +150 | 0.72% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 21,069 | 562 | 0.12% | 0.08% | 423 | +9,660 | 84.67% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 20,956 | 561 | 0.02% | 0.01% | 424 | +5,038 | 31.65% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 20,930 | 558 | 0.03% | — | 425 | +20,930 | New | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | Added to | 20,765 | 554 | 0.05% | 0.05% | 426 | +397 | 1.95% | Q4 2025 | Feb 26, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 20,638 | 550 | 0.2% | 0.13% | 427 | +8,055 | 64.01% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,285 | 541 | 0.0% | 0.0% | 428 | +7,107 | 53.93% | Q4 2025 | Feb 18, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 20,210 | 539 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 20,022 | 534 | 0.22% | 0.11% | 430 | +10,285 | 105.63% | Q4 2025 | Jan 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 19,934 | 531 | 0.23% | — | 431 | +19,934 | New | Q4 2025 | Mar 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 19,606 | 523 | 0.09% | 0.09% | 432 | -1,203 | -5.78% | Q4 2025 | Jan 28, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 19,498 | 520 | 0.04% | 0.02% | 433 | +9,253 | 90.32% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | New | 19,472 | 519 | 0.04% | — | 434 | +19,472 | New | Q4 2025 | Jan 13, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 19,277 | 514 | 0.13% | 0.09% | 435 | +6,310 | 48.66% | Q4 2025 | Feb 03, 2026 |
| Swisher Financial Concepts, Inc. | History | New | 19,254 | 513 | 0.29% | — | 436 | +19,254 | New | Q4 2025 | Feb 10, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 19,238 | 513 | 0.44% | — | 437 | +19,238 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 19,166 | 511 | 0.01% | — | 438 | +19,166 | New | Q4 2025 | Feb 11, 2026 |
| Latitude Advisors, LLC | History | New | 19,069 | 508 | 0.22% | — | 439 | +19,069 | New | Q4 2025 | Jan 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 18,797 | 501 | 0.02% | 0.01% | 440 | +6,857 | 57.43% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 18,377 | 490 | 0.03% | — | 441 | +18,377 | New | Q4 2025 | Feb 06, 2026 |
| Advisor Resource Council | History | Added to | 18,177 | 485 | 0.17% | 0.36% | 442 | +8,188 | 81.97% | Q4 2025 | Feb 10, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 17,957 | 482 | 0.06% | 0.05% | 444 | +3,156 | 21.32% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,087 | 482 | 0.01% | 0.01% | 443 | -2,200 | -10.84% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 17,094 | 456 | 0.03% | 0.03% | 445 | +326 | 1.94% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 16,983 | 453 | 0.0% | 0.0% | 446 | -1,941 | -10.26% | Q4 2025 | Feb 09, 2026 |
| ACT Advisors, LLC. | History | Added to | 16,915 | 451 | 0.18% | 0.18% | 447 | +428 | 2.6% | Q4 2025 | Jan 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 16,864 | 449 | 0.24% | 0.16% | 448 | +6,134 | 57.17% | Q4 2025 | Feb 24, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 16,769 | 447 | 0.3% | 0.3% | 449 | -136 | -0.8% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,586 | 442 | 0.01% | 0.02% | 450 | -42,147 | -71.76% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | New | 16,112 | 430 | 0.01% | — | 451 | +16,112 | New | Q4 2025 | Feb 12, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 16,024 | 427 | 0.12% | 0.11% | 452 | +630 | 4.09% | Q4 2025 | Feb 06, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 15,734 | 421 | 0.08% | 0.06% | 453 | +4,635 | 41.76% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 15,719 | 419 | 0.15% | — | 454 | +15,719 | New | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 15,579 | 415 | 0.01% | 0.0% | 455 | +1,866 | 13.61% | Q4 2025 | Jan 26, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 15,551 | 414 | 0.04% | 0.04% | 456 | +1,538 | 10.98% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 15,444 | 412 | 0.02% | — | 457 | +15,444 | New | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 15,465 | 412 | 0.01% | 0.0% | 458 | +2,841 | 22.5% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | New | 14,855 | 398 | 0.01% | — | 459 | +14,855 | New | Q4 2025 | Feb 17, 2026 |
| Thayer Financial, L.L.C. | History | New | 14,873 | 396 | 0.42% | — | 460 | +14,873 | New | Q4 2025 | Jan 12, 2026 |
| Fortitude Financial, LLC | History | Added to | 14,810 | 395 | 0.34% | 0.26% | 461 | +3,134 | 26.84% | Q4 2025 | Jan 27, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 14,749 | 393 | 0.11% | 0.13% | 462 | -1,279 | -7.98% | Q4 2025 | Feb 10, 2026 |
| Peak Asset Management, LLC | History | New | 14,666 | 391 | 0.07% | — | 463 | +14,666 | New | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 14,486 | 386 | 0.01% | 0.01% | 464 | +5,291 | 57.54% | Q4 2025 | Feb 19, 2026 |
| White Lighthouse Investment Management Inc. | History | New | 14,310 | 381 | 0.05% | — | 465 | +14,310 | New | Q4 2025 | Feb 09, 2026 |
| Register Financial Advisors LLC | History | Added to | 14,282 | 381 | 0.15% | 0.14% | 466 | +1,237 | 9.48% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | No change | 13,905 | 373 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,687 | 367 | 0.03% | 0.04% | 468 | -2,275 | -14.25% | Q4 2025 | Jan 20, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 13,385 | 357 | 0.33% | — | 469 | +13,385 | New | Q4 2025 | Feb 27, 2026 |
| Summa Corp. | History | New | 13,000 | 346 | 0.15% | — | 471 | +13,000 | New | Q4 2025 | Jan 21, 2026 |
| First PREMIER Bank | History | Added to | 12,964 | 346 | 0.08% | 0.06% | 470 | +3,927 | 43.45% | Q4 2025 | Jan 23, 2026 |
| Opal Wealth Advisors, LLC | History | New | 12,882 | 343 | 0.09% | — | 472 | +12,882 | New | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 12,847 | 342 | 0.0% | — | 473 | +12,847 | New | Q4 2025 | Feb 05, 2026 |
| Edge Financial Advisors LLC | History | Added to | 12,778 | 340 | 0.14% | 0.13% | 474 | +2,007 | 18.63% | Q4 2025 | Jan 28, 2026 |
| Old North State Trust, LLC | History | New | 12,597 | 336 | 0.2% | — | 475 | +12,597 | New | Q4 2025 | Mar 24, 2026 |
| Beacon Capital Management, LLC | History | New | 12,254 | 326 | 0.05% | — | 476 | +12,254 | New | Q4 2025 | Feb 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 11,975 | 319 | 0.12% | 0.12% | 477 | +442 | 3.83% | Q4 2025 | Jan 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 11,956 | 318 | 0.06% | — | 479 | +11,956 | New | Q4 2025 | Feb 09, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 11,939 | 318 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 11,904 | 317 | 0.02% | — | 480 | +11,904 | New | Q4 2025 | Jan 20, 2026 |
| HBK Sorce Advisory LLC | History | New | 11,745 | 314 | 0.01% | — | 481 | +11,745 | New | Q4 2025 | Feb 09, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 11,610 | 309 | 0.32% | 0.34% | 482 | -3,256 | -21.9% | Q4 2025 | Jan 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 11,555 | 308 | 0.06% | 0.02% | 483 | +8,278 | 252.61% | Q4 2025 | Feb 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 11,313 | 301 | 0.09% | 0.07% | 484 | +2,808 | 33.02% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,228 | 299 | 0.0% | 0.0% | 485 | +700 | 6.65% | Q4 2025 | Feb 17, 2026 |
| Scott Capital Advisors, LLC | History | New | 11,116 | 296 | 0.07% | — | 486 | +11,116 | New | Q4 2025 | Jan 12, 2026 |
| United Advisor Group, LLC | History | New | 11,092 | 295 | 0.04% | — | 487 | +11,092 | New | Q4 2025 | Jan 26, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 10,856 | 289 | 0.25% | 0.16% | 488 | +2,531 | 30.4% | Q4 2025 | Feb 09, 2026 |
| Clear Creek Financial Management, LLC | History | New | 10,760 | 287 | 0.02% | — | 489 | +10,760 | New | Q4 2025 | Jan 23, 2026 |
| JSF Financial, LLC | History | Reduced | 10,698 | 285 | 0.06% | 0.07% | 490 | -1,304 | -10.86% | Q4 2025 | Feb 04, 2026 |
| VICUS CAPITAL | History | Reduced | 1,247 | 276 | 0.02% | 0.93% | 491 | -454,824 | -99.73% | Q4 2025 | Jan 22, 2026 |
| XTX Topco Ltd | History | New | 10,373 | 276 | 0.01% | — | 493 | +10,373 | New | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 10,359 | 276 | 0.2% | 0.2% | 492 | -833 | -7.44% | Q4 2025 | Mar 12, 2026 |
| Hilltop Partners LLC | History | New | 10,245 | 273 | 0.07% | — | 494 | +10,245 | New | Q4 2025 | Feb 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 9,848 | 262 | 0.06% | 0.07% | 495 | -277 | -2.74% | Q4 2025 | Feb 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 9,768 | 260 | 0.1% | 0.09% | 496 | -1,846 | -15.89% | Q4 2025 | Feb 11, 2026 |
| Peak Retirement Planning, Inc. | History | New | 9,587 | 255 | 0.06% | — | 497 | +9,587 | New | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 9,542 | 254 | 0.09% | — | 498 | +9,542 | New | Q4 2025 | Feb 05, 2026 |
| Goldstein Advisors, LLC | History | Added to | 9,534 | 254 | 0.03% | 0.03% | 499 | +1,133 | 13.49% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 9,338 | 249 | 0.03% | — | 500 | +9,338 | New | Q4 2025 | Jan 27, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 9,210 | 245 | 0.03% | 0.04% | 501 | -992 | -9.72% | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 9,119 | 243 | 0.02% | 0.02% | 502 | +799 | 9.6% | Q4 2025 | Feb 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 9,024 | 242 | 0.02% | — | 503 | +9,024 | New | Q4 2025 | Jan 15, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 8,637 | 230 | 0.02% | 0.02% | 504 | -387 | -4.29% | Q4 2025 | Feb 10, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 8,548 | 229 | 0.04% | 0.11% | 505 | -12,609 | -59.6% | Q4 2025 | Jan 12, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 8,616 | 229 | 0.07% | 0.24% | 506 | -685 | -7.36% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 8,457 | 225 | 0.01% | 0.01% | 507 | -710 | -7.75% | Q4 2025 | Jan 30, 2026 |
| Flagship Private Wealth, LLC | History | New | 8,374 | 223 | 0.09% | — | 508 | +8,374 | New | Q4 2025 | Feb 04, 2026 |
| Timmons Wealth Management, LLC | History | New | 8,353 | 222 | 0.22% | — | 510 | +8,353 | New | Q4 2025 | Feb 12, 2026 |
| Clarus Wealth Advisors | History | No change | 8,284 | 222 | 0.09% | 0.1% | 509 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clayton Financial Group LLC | History | New | 8,218 | 219 | 0.11% | — | 511 | +8,218 | New | Q4 2025 | Jan 21, 2026 |
| Everhart Financial Group, Inc. | History | New | 8,206 | 218 | 0.02% | — | 512 | +8,206 | New | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Added to | 8,146 | 217 | 0.0% | 0.0% | 513 | +2,572 | 46.14% | Q4 2025 | Jan 30, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 7,612 | 203 | 0.14% | 0.1% | 515 | +1,613 | 26.89% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Reduced | 7,631 | 203 | 0.0% | 0.0% | 514 | -512 | -6.29% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | New | 7,593 | 202 | 0.0% | — | 516 | +7,593 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,602 | 202 | 0.01% | 0.01% | 517 | +4,471 | 142.8% | Q4 2025 | Feb 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 7,550 | 201 | 0.03% | — | 518 | +7,550 | New | Q4 2025 | Jan 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 7,230 | 192 | 0.11% | — | 519 | +7,230 | New | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,406 | 170 | 0.01% | 0.02% | 520 | -1,229 | -16.1% | Q4 2025 | Jan 29, 2026 |
| Northwest Capital Management Inc | History | Reduced | 5,910 | 157 | 0.68% | 0.63% | 521 | -16,301 | -73.39% | Q4 2025 | Jan 26, 2026 |
| Dunhill Financial, LLC | History | Added to | 5,097 | 135 | 0.03% | 0.01% | 522 | +4,314 | 550.96% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,007 | 133 | 0.01% | 0.01% | 523 | +895 | 21.77% | Q4 2025 | Feb 20, 2026 |
| Camelot Portfolios, LLC | History | New | 4,898 | 130 | 0.08% | — | 524 | +4,898 | New | Q4 2025 | Jan 29, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 4,832 | 128 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | New | 4,103 | 109 | 0.0% | — | 526 | +4,103 | New | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | No change | 3,800 | 102 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SITTNER & NELSON, LLC | History | New | 3,589 | 96 | 0.03% | — | 528 | +3,589 | New | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 2,931 | 78 | 0.04% | — | 529 | +2,931 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 2,663 | 71 | 0.0% | — | 530 | +2,663 | New | Q4 2025 | Jan 21, 2026 |
| Bangor Savings Bank | History | New | 2,613 | 69 | 0.01% | — | 531 | +2,613 | New | Q4 2025 | Jan 16, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 2,528 | 67 | 0.0% | — | 532 | +2,528 | New | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 2,511 | 66 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,394 | 63 | 0.0% | 0.01% | 534 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MTM Investment Management, LLC | History | No change | 2,265 | 60 | 0.02% | 0.02% | 535 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,113 | 56 | 0.06% | — | 536 | +2,113 | New | Q4 2025 | Feb 19, 2026 |
| GGM Financials LLC | History | New | 2,017 | 53 | 0.03% | — | 538 | +2,017 | New | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 1,989 | 53 | 0.0% | — | 537 | +1,989 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1,929 | 51 | 0.0% | — | 539 | +1,929 | New | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 1,925 | 51 | 0.0% | — | 540 | +1,925 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,906 | 50 | 0.04% | 0.05% | 541 | -2 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,570 | 41 | 0.02% | — | 542 | +1,570 | New | Q4 2025 | Feb 03, 2026 |
| Networth Advisors, LLC | History | New | 1,290 | 34 | 0.03% | — | 544 | +1,290 | New | Q4 2025 | Jan 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,285 | 34 | 0.0% | — | 543 | +1,285 | New | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,132 | 30 | 0.0% | 0.0% | 545 | +436 | 62.64% | Q4 2025 | Feb 11, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,134 | 30 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,060 | 28 | 0.03% | — | 547 | +1,060 | New | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 1,000 | 26 | 0.01% | 0.02% | 548 | -500 | -33.33% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 921 | 24 | 0.0% | 0.0% | 549 | +251 | 37.46% | Q4 2025 | Jan 23, 2026 |
| Kingdom Financial Group LLC. | History | New | 890 | 23 | 0.01% | — | 551 | +890 | New | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 831 | 23 | 0.01% | — | 550 | +831 | New | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 777 | 21 | 0.0% | — | 552 | +777 | New | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 587 | 15 | 0.0% | 0.0% | 554 | +9 | 1.56% | Q4 2025 | Feb 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 585 | 15 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 464 | 12 | 0.0% | 0.0% | 557 | -177 | -27.61% | Q4 2025 | Jan 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 458 | 12 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 479 | 12 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key Capital Management, INC | History | New | 416 | 11 | 0.01% | — | 558 | +416 | New | Q4 2025 | Jan 26, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 366 | 9 | 0.0% | 0.0% | 559 | -26 | -6.63% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 319 | 8 | 0.0% | — | 560 | +319 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 175 | 4 | 0.0% | 0.0% | 561 | +89 | 103.49% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | New | 108 | 2 | 0.0% | — | 564 | +108 | New | Q4 2025 | Jan 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 101 | 2 | 0.0% | — | 563 | +101 | New | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 61 | 1 | 0.0% | — | 565 | +61 | New | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,024,174 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brick & Kyle, Associates | History | Closed out | 0 | 0 | — | 3.5% | — | -352,982 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -60,812 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -51,393 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,091 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -18,321 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -17,251 | -100.0% | Q3 2025 | Oct 31, 2025 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,081 | -100.0% | Q3 2025 | Nov 04, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,901 | -100.0% | Q3 2025 | Jan 26, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,058 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,743 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,498 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Redwood Park Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,195 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 4 | 0 | — | 0.01% | — | -2,199 | -99.82% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,177 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Nov 03, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Fortitude Family Office, LLC | History | Added to | 37 | 0 | — | — | — | +25 | 208.33% | Q4 2025 | Jan 15, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GAMMA Investing LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |